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List accounts

DualEntry Public API (1.0.0)

Download OpenAPI description
resources.json
resources.yaml
Languages
Servers
Production environment
https://api.dualentry.io/
Development environment (for testing)
https://api-dev.dualentry.io/

Health

Monitor API availability and service status. Use these endpoints to verify connectivity and check if the API is operational.

Operations

Accounts

Manage your chart of accounts. Create and maintain the accounts used to categorize financial transactions, including assets, liabilities, equity, revenue, and expenses.

Operations

List accounts

Request

Retrieve a paginated list of chart of accounts with filtering and search capabilities.

Query
limitinteger(Limit)>= 1
Default 100
offsetinteger(Offset)>= 0
Default 0
curl -i -X GET \
  'https://api.dualentry.io/public/v1/accounts/?limit=100&offset=0'

Responses

OK

Bodyapplication/json
itemsArray of objects(Items)required
items[].​created_byobject or null(AuditActorSchemaOut)

Schema for audit actor information.

items[].​updated_byobject or null(AuditActorSchemaOut)

Schema for audit actor information.

items[].​idinteger(Id)required
items[].​namestring(Name)required
items[].​numberinteger(Number)required
items[].​descriptionstring(Description)required
items[].​is_activeboolean(Is Active)required
items[].​is_systemboolean(Is System)required
items[].​company_idinteger or null(Company Id)required
items[].​account_typestring(AccountTypes)required
Enum"bank""accounts_receivable""other_current_asset""fixed_asset""unbilled_receivable""deferred_expense""other_asset""investment""accounts_payable""credit_card"
items[].​currency_iso_4217_codestring or null(SystemCurrencies)required

The ISO 4217 code of the currency of the account. Only available for bank type accounts.

Enum"AED""AFN""ALL""AMD""ANG""AOA""ARS""AUD""AWG""AZN"
items[].​category_1099Category1099 (string) or Category 1099 (string)(Category 1099)required
Any of:
string(Category1099)
Enum"NEC-Box 1""MISC-Box 1""MISC-Box 2""MISC-Box 3""MISC-Box 4""MISC-Box 5""MISC-Box 6""MISC-Box 8""MISC-Box 9""MISC-Box 10"
countinteger(Count)required
Response
application/json
{
  "items": [
    { … }
  ],
  "count": 0
}

Get account

Request

Retrieve a specific account by number with all related data including company access.

Path
account_numberinteger(Account Number)required
curl -i -X GET \
  'https://api.dualentry.io/public/v1/accounts/{account_number}/'

Responses

OK

Bodyapplication/json
created_byobject or null(AuditActorSchemaOut)

Schema for audit actor information.

updated_byobject or null(AuditActorSchemaOut)

Schema for audit actor information.

idinteger(Id)required
namestring(Name)required
numberinteger(Number)required
descriptionstring(Description)required
is_activeboolean(Is Active)required
is_systemboolean(Is System)required
company_idinteger or null(Company Id)required
account_typestring(AccountTypes)required
Enum"bank""accounts_receivable""other_current_asset""fixed_asset""unbilled_receivable""deferred_expense""other_asset""investment""accounts_payable""credit_card"
currency_iso_4217_codestring or null(SystemCurrencies)required

The ISO 4217 code of the currency of the account. Only available for bank type accounts.

Enum"AED""AFN""ALL""AMD""ANG""AOA""ARS""AUD""AWG""AZN"
category_1099Category1099 (string) or Category 1099 (string)(Category 1099)required
Any of:
string(Category1099)
Enum"NEC-Box 1""MISC-Box 1""MISC-Box 2""MISC-Box 3""MISC-Box 4""MISC-Box 5""MISC-Box 6""MISC-Box 8""MISC-Box 9""MISC-Box 10"
Response
application/json
{
  "created_by": {
    "actor_type": "string",
    "email": "string",
    "first_name": "string",
    "last_name": "string",
    "timestamp": "2019-08-24T14:15:22Z"
  },
  "updated_by": {
    "actor_type": "string",
    "email": "string",
    "first_name": "string",
    "last_name": "string",
    "timestamp": "2019-08-24T14:15:22Z"
  },
  "id": 0,
  "name": "string",
  "number": 0,
  "description": "string",
  "is_active": true,
  "is_system": true,
  "company_id": 0,
  "account_type": "bank",
  "currency_iso_4217_code": "AED",
  "category_1099": "NEC-Box 1"
}

Items

Manage products and services. Define items that appear on invoices and bills, including pricing, descriptions, and associated accounts for revenue or expense tracking.

Operations

Classifications

Manage custom classification dimensions. Create and maintain classification categories (e.g., departments, locations, projects) used to tag and analyze transactions across multiple dimensions.

Operations

Classifications Lines

Manage classification values. Define the specific values within each classification category that can be assigned to transaction line items for detailed reporting and analysis.

Operations

Companies

Access and manage company information. Retrieve details about your organization including legal name, tax identifiers, addresses, and accounting preferences.

Operations

Journal Entries

Create and manage manual journal entries. Record direct debits and credits to accounts for adjustments, accruals, reclassifications, and other accounting transactions.

Operations

Recurring Journal Entries

Automate recurring journal entries. Create templates for journal entries that occur regularly (e.g., monthly depreciation, amortization) to ensure consistent accounting treatment.

Operations

Invoices

Manage sales invoices. Create and track invoices sent to customers for goods or services rendered, including line items, taxes, discounts, and payment status.

Operations

Sales Orders

Create and manage sales orders. Track customer orders for goods or services before invoicing, including line items, quantities, fulfillment status, and invoicing progress.

Operations

Recurring Invoices

Automate recurring billing. Set up and manage templates for invoices that are automatically generated on a regular schedule (e.g., monthly subscriptions).

Operations

Customers

Manage customer records. Create, update, and track customers who purchase goods or services from your organization, including contact information, billing addresses, and payment terms.

Operations

Customer Payments

Record and manage customer payments. Track payments received from customers and apply them to outstanding invoices, including partial payments and overpayments.

Operations

Customer Prepayments

Track advance payments from customers. Access prepayments received before goods or services are delivered, which can be applied to future invoices.

Operations

Customer Prepayment Applications

Apply customer prepayments and credits to invoices. Record applications of prepayments or credit memos to reduce invoice balances.

Operations

Customer Deposits

Manage customer deposit transactions. Record and track deposits received from customers as security or partial payment, held in liability accounts until earned or refunded.

Operations

Customer Refunds

Process and track customer refunds. Record refunds issued to customers for overpayments, returns, or cancelled transactions.

Operations

Customer Credits

Manage credit memos for customers. Issue credits for returned goods, billing adjustments, or discounts that reduce customer balances or can be applied to future invoices.

Operations

Cash Sales

Record immediate cash sales transactions. Track sales where payment is received at the time of sale, including point-of-sale transactions and cash receipts.

Operations

Bills

Manage vendor bills and payables. Record and track bills received from vendors for goods or services purchased, including line items, due dates, and payment tracking.

Operations

Recurring Bills

Automate recurring expenses. Configure templates for bills that repeat on a regular basis (e.g., monthly rent, subscriptions) to streamline expense tracking.

Operations

Purchase Orders

Create and track purchase orders. Manage formal requests to vendors for goods or services, including approval workflows, receiving tracking, and bill matching.

Operations

Vendors

Manage vendor and supplier records. Track businesses and individuals from whom you purchase goods or services, including contact details, payment terms, and tax information.

Operations

Vendor Payments

Record and manage vendor payments. Track payments made to vendors and apply them to outstanding bills and credits, including partial payments and overpayments.

Operations

Vendor Credits

Manage vendor credit memos. Record credits from vendors for returned goods, billing adjustments, or discounts that reduce amounts owed or can be applied to future bills.

Operations

Vendor Refunds

Process and track vendor refunds. Record refunds received from vendors for overpayments, returns, or cancelled transactions.

Operations

Paper Checks

Manage paper check printing. Create, queue, and batch print paper checks for vendor payments, direct expenses, vendor prepayments, and customer refunds.

Operations